Innuendo insults are not welcome, but if I am not mistaken, experts have been touting an exponential increase in battery demand since 2012, yet the needle has barely moved with the exception of China having forced market position on EV's to reduce the enormous pollution problem.
I reiterate that until a new project is in production, they cannot logically be considered a competitor as they have not affected the global supply curve.
Insanity is doing the same thing over and over again expecting a different outcome.
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